Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Costello Asset Management, INC (CIK 1760145) reported $289.2M across 672 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($23.4M, 8.09%), AAPL ($22.9M, 7.93%), NVDA ($21.3M, 7.37%), GOOGL ($17.0M, 5.88%), MSFT ($14.7M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $23.4M | 8.09% | 112,353 | Trimmed |
| 2 | AAPL | APPLE INC | $22.9M | 7.93% | 90,387 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $21.3M | 7.37% | 122,166 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $17.0M | 5.88% | 59,162 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $14.7M | 5.08% | 39,725 | Added |
| 6 | GOOG | ALPHABET INC | $13.5M | 4.66% | 46,995 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $11.2M | 3.88% | 45,957 | Added |
| 8 | LLY | ELI LILLY & CO | $9.2M | 3.18% | 10,010 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.7M | 2.68% | 16,146 | Trimmed |
| 10 | V | VISA INC | $7.7M | 2.67% | 25,584 | Added |
| 11 | NFLX | NETFLIX INC. | $6.9M | 2.39% | 71,918 | Added |
| 12 | QXO | QXO INC | $4.8M | 1.67% | 248,955 | Added |
| 13 | MCK | MCKESSON CORP | $4.5M | 1.54% | 5,145 | Trimmed |
| 14 | ARTNA | ARTESIAN RES CORP | $4.2M | 1.45% | 131,483 | Trimmed |
| 15 | UBER | UBER TECHNOLOGIES INC | $4.2M | 1.44% | 57,820 | Trimmed |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $4.2M | 1.44% | 21,668 | Trimmed |
| 17 | CB | CHUBB LTD SWITZ | $4.1M | 1.41% | 12,528 | Trimmed |
| 18 | CNI | CANADIAN NATL RY CO | $4.0M | 1.39% | 39,240 | Added |
| 19 | HON | HONEYWELL INTL INC | $3.7M | 1.26% | 16,184 | Trimmed |
| 20 | CSX | CSX CORP | $3.5M | 1.20% | 84,604 | Trimmed |
| 21 | CVX | CHEVRON CORPORATION | $3.4M | 1.17% | 16,292 | Trimmed |
| 22 | BSX | BOSTON SCIENTIFIC CORP | $3.4M | 1.17% | 54,018 | Trimmed |
| 23 | CEG | CONSTELLATION ENERGY CORP | $3.2M | 1.10% | 11,418 | Trimmed |
| 24 | TJX | TJX COS INC NEW | $3.0M | 1.05% | 19,030 | Trimmed |
| 25 | MDLZ | MONDELEZ INTL INC | $2.9M | 1.00% | 50,313 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31